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IDIDYA

IDEAYA Biosciences, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketPrice and volume picking upBullish-leaning chatter
$IDYA·$3.0B·Biotechnology·Healthcare
$36.73+5.2%YTD+1.3%1Y+63.0%
Mentions · last 7 days
2026-06-16: 3 posts2026-06-17: 4 posts2026-06-18: 1 posts2026-06-19: 1 posts2026-06-20: 1 posts2026-06-21: 1 posts2026-06-22: 30 posts42-20%
Price updated 6m ago·X counts updated 2d ago
IDIDYA
$IDYAIDEAYA Biosciences, Inc.
$36.73+5.21%42 posts-20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $IDYA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-06-23

The move is getting stronger, with heavier trading behind it.

Precision-oncology biotech +60% T12M on positive ASCO OptimUM-02 darovasertib data + new IDE892 PRMT5 inhibitor — $300M offering just closed.

IDEAYA Biosciences is a $3B precision-oncology biotech (darovasertib for uveal melanoma, IDE397 MAT2A, IDE892 PRMT5, plus PARG / WRN / Pol Theta programs) — Q1 revenue $6.6M, Q1 EPS surprise -3.7%; the four-quarter cadence is -3.7% / +1.2% / +241% / -3.5% — Q3 2025 had the big positive milestone payment. TTM PE -18.4, op margin -81%, gross margin 99% (collab revenue), FCF yield -3.5%. Stock -0.7% YTD, +60% T12M, position 73% of 52w range, +9.6% session today.

  • June 1 ASCO 2026 late-breaking oral: Phase 2/3 OptimUM-02 darovasertib + crizotinib vs immunotherapy in HLA*A2:01-neg metastatic uveal melanoma — primary mPFS endpoint hit statistically significant; FDA accelerated approval pathway open.
  • June 3 Roche collaboration combining IDE892 PRMT5 with RG6505 pan-RAS in MTAP-deleted RAS-mutant PDAC; June 15 IDE892 Phase 1/2 initiation; LifeSci $62 PT.
  • June 10 closed $282M net from $300M offering — funds NDA filing + pipeline.
  • Yujiro Hata elected Chairman (June 17); CDO Ross appointed (June 5) with options at $31.90.

Real positive Ph3 readout + Roche collab + new $300M capital raise. NDA filing is the next milestone.

Agrees with X sentimentX frames IDYA around LifeSci's Outperform $62 PT, IDE892 best-in-class profile (MTA-cooperativity + negative SAM-cooperativity reducing myelosuppression vs vopimetostat), low pill burden, superior PK, and IDYA undervalued vs ACLX/NUVL. The independent read agrees the platform-positioning is constructive; the substantive driver missing in some X framing is the ASCO darovasertib Ph3 statistically significant mPFS readout — the registrational-trial unlock.

What to watch: Darovasertib NDA filing submission (per Seeking Alpha June 11 'completion in H2 2026') — that's the major regulatory catalyst. IDE892 Phase 1/2 enrollment + early efficacy/safety updates. Roche collaboration first data readouts. Q2 print (Aug 4) — first cash-runway disclosure post-$300M raise.

On the calendar: Q2 earnings 2026-08-04

pending nda filingactive atm overhang

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-21

IDEAYA Biosciences posts highlight LifeSci reiterating Outperform with a $62 PT on FPI in the Phase 1/2 PRMT5+MAT2A combo trial in MTAPdel PDAC, NSCLC, and other solid tumors. Posters cite IDE892's potentially best-in-class profile optimized for MTA-cooperativity and negative SAM-cooperativity (reducing myelosuppression versus vopimetostat), low pill burden, and superior PK, framing IDYA as undervalued versus ACLX/NUVL peers.

Read the AI verdict + X sentiment for $IDYA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Precision oncology biotech exploiting synthetic lethality to develop targeted therapies including POLQ and MAT2A inhibitors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $IDYA.

Biotechnology · Healthcare

GLP-1 pipeline competition is the dominant structural driver — the ADA conference crystallized oral formulations, dual agonists, and differentiated mechanisms competing for a potential $150B obesity market by 2030. QURE's FDA accelerated approval for AMT-130 (Huntington's disease) this week confirms gene therapy regulatory momentum is still flowing capital to non-GLP-1 precision medicine.

What this means for $IDYA

Neutral — IDEAYA's synthetic lethality drugs for genomically-defined cancers are precision oncology with no GLP-1 or gene therapy structural driver exposure.

Top industry ETF

$IBBiShares Biotechnology ETF
+5.0%YTD
+42.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-18.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-19.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-81.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-14.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
99.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$-1.11$-1.07-3.7%
Q4 2025Feb 17, 2026$-0.94$-0.95+1.2%
Q3 2025Nov 4, 2025$1.33$-0.95+240.6%
Q2 2025Aug 5, 2025$-0.88$-0.85-3.5%
Next earningsTue, Aug 4·consensus EPS $-1.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.6M—82.6%-1655%$-1.11$-76.1M
Q4 FY25$10.9M+55.4%100%-870%$-0.94$-90.8M
Q3 FY25$207.8M—100%52.2%$1.35$142.2M
Q2 FY25$0———$-0.88$-63.1M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$35.3M$5.1M – $48.5M-$4.32-$4.92 – -$3.8012
FY27$118.8M$23.4M – $166.9M-$3.70-$4.84 – -$1.4211
FY28$260.9M$257.7M – $264.0M-$2.92-$4.01 – $0.1913
FY29$584.9M$97.3M – $1.0B-$0.78-$1.50 – $0.0712
FY30$1.0B$170.7M – $1.8B$2.10-$0.18 – $4.036

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+16.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMar 2Jeffrey SteinDirector50.0K sh$1.6M
+ 13 other (13 awards) in window

See when $IDYA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 238-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Delaware 001-38915 47-4268251 disclosed voting results from its annual or special meeting. c. (the “Company”) held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”). At the Annual Meeting, the Company’s stockholders voted on three proposals, each of which is described in more detail in the Company’s definitive proxy statement on Schedule 14A filed with the Securities and Exchange Commission on April 29, 2026. Only stockholders of record as of the close of business on April ... Delaware 001-38915 47-4268251 disclosed: c. (the “Company”) held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”). At the Annual Meeting, the Company’s stockholders voted on three proposals, each of which is described in more detail in the Company’s definitive proxy statement on Schedule 14A filed with the Securities and Exchange Commission on April 29, 2026. Only stockholders of record as of the close of business on April 20, 2026, the record date for the Annual Meeting, were entitled to vote at the Annual Meeting. As of.

424B5Prospectus supplement (offering)Jun 9424B5
AI summary

IDEAYA Biosciences' final prospectus supplement for its June 2026 equity offering: 5,555,556 shares at $27.00 per share plus 5,555,576 pre-funded warrants at $26.9999 per warrant, for total gross proceeds of $300 million; underwriting discount of $1.62 per share; delivery June 10, 2026. Joint bookrunners: J.P. Morgan, Jefferies, TD Securities, UBS, and Cantor Fitzgerald, with an overallotment option for 1,666,669 additional shares. This approximately $282 million net raise funds IDEAYA's clinical development pipeline anchored by the uveal melanoma registrational study.

424B5Prospectus supplement (offering)Jun 8424B5
AI summary

IDEAYA Biosciences filed a preliminary (Subject to Completion) prospectus supplement on June 8, 2026 for a $300 million common stock and pre-funded warrants offering (exact share count and price to be determined by bookbuild), with an overallotment option for an additional $45 million. This is the draft form of the offering finalized on June 9, 2026 at $27.00 per share for total $300 million gross proceeds. No economic terms are locked in this preliminary filing.

3New insider — initial holdingsJun 53
AI summary

Theodora Ross, newly appointed Chief Development Officer at IDEAYA Biosciences (IDYA), filed a Form 3 on June 5, 2026 reporting no directly held common shares but disclosing 297,200 stock options at $31.90/share expiring February 26, 2036. The options vest 25% on the first anniversary of her February 23, 2026 commencement date and 1/48th monthly thereafter. Routine initial Section 16 beneficial ownership disclosure for a newly appointed executive officer.

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

IDEAYA Biosciences and partner Servier presented complete Phase 2/3 OptimUM-02 registrational trial data at ASCO 2026 as a late-breaking oral presentation: 313 patients with first-line HLA*A2:01-negative metastatic uveal melanoma were randomized 2:1 to darovasertib plus crizotinib versus investigator's choice immunotherapy. The primary endpoint of median progression-free survival by blinded central review showed a statistically significant benefit over immunotherapy, supporting a potential FDA accelerated approval submission for the first targeted therapy in this indication.

424B5Prospectus supplement (offering)May 5424B5
AI summary

IDEAYA Biosciences filed a 424B5 prospectus supplement on May 5, 2026 for its existing ATM offering under the Sales Agreement with Jefferies LLC (originally dated January 19, 2024), covering the remaining approximately $156.6 million of aggregate gross proceeds still available under the $350 million total ATM capacity. Of the $350 million total, $193.4 million had already been raised under a prior prospectus supplement; the updated 424B5 is filed against IDEAYA's new S-3ASR shelf (JOB 89) following the termination of the prior S-3. IDYA's May 1, 2026 closing price was $28.19 per share.

S-3ASRAuto-shelf registrationMay 5S-3ASR
AI summary

IDEAYA Biosciences filed a new automatic shelf registration statement (S-3ASR) on May 5, 2026 to replace its prior S-3 (filed June 26, 2023 and expiring June 26, 2026); the new shelf covers common stock, preferred stock, debt securities, warrants, and units and is effective immediately upon filing as a large accelerated filer. Pursuant to Rule 415(a)(6), the prior registration statement was simultaneously terminated. The companion 424B5 ATM prospectus supplement (JOB 88) transfers the remaining approximately $156.6 million ATM capacity to this new shelf.

8-KPress release / Reg FDJan 128-K — Item 7.01: Press release / Reg FD
+ 19 other (6 routine 8-Ks · 5 13Gs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

IDEAYA Biosciences Announces Yujiro S. Hata Elected Chairman of its Board of Directorsprnewswire.com·8d agoIDEAYA Biosciences Announces IDE892, a Potential Best-in-Class MTA-Cooperative PRMT5 Inhibitor, Initiates a Phase 1/2 Clinical Combination Study in MTAP-Deleted Pancreatic and Lung Cancersprnewswire.com·10d agoIdeaya Biosciences: 'Strong Buy' On Darovasertib NDA Filing Submission Completion In H2 2026seekingalpha.com·14d agoIDEAYA Announces Closing of Public Offering Including Full Exercise of Underwriters' Option to Purchase Additional Sharesprnewswire.com·14d agoIDEAYA Announces Pricing of $300 Million Offering of Common Stock and Pre-Funded Warrantsgurufocus.com·16d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Precision Medicine

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Voices on X · last 7 days

No standout posts about $IDYA on X in the last 7 days.

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